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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Salesforce CRM Analytics

    Score8.5 out of 10
    N/ASalesforce CRM Analytics (formerly Tableau CRM) is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.

    $125

    per month

    Tableau Desktop

    Score8.6 out of 10
    N/ATableau Desktop is a data visualization product from Tableau. It connects to a variety of data sources for combining disparate data sources without coding. It provides tools for discovering patterns and insights, data calculations, forecasts, and statistical summaries and visual storytelling.

    $1,380

    per year (purchased via a Creator license)

    Vena

    Score8.1 out of 10
    Mid-Size Companies (51-1,000 employees)
    Vena Solutions provides a financial process automation solution to automate Corporate Performance Management, accounting and budgeting, Regulatory & Compliance, and other finance-related processes. It is scaled for medium to large-sized organizations.N/A
    Pricing
    Salesforce CRM AnalyticsTableau DesktopVena
    Editions & Modules
    No answers on this topic
    Tableau Creator License
    $115
    per month (billed annually) per user
    Professional
    N/A
    Complete
    N/A
    Offerings
    Pricing Offerings
    Salesforce CRM AnalyticsTableau DesktopVena
    Free Trial
    NoNoNo
    Free/Freemium Version
    NoYesNo
    Premium Consulting/Integration Services
    NoYesYes
    Entry-level Setup FeeNo setup feeNo setup feeOptional
    Additional Details—All pricing plans are billed annually. A Creator license includes Tableau Desktop, Tableau Prep Builder, and Tableau Pulse. Discounts sometimes available for volume.The Professional Plan is the most flexible way to get started quickly and can be added onto as a company grows. The plan includes: Vena Platform, Customer Success Manager, Standard Support and Customer Portal. Complete Plan includes everything in Professional, plus: Vena Insights, Premium Support, Sandbox Environment, and Expert Managed Services. For a limited time, new customers who use Microsoft Dynamics 365 Business Central (Online) as their primary ERP can get a free year of Vena and 40% off implementation costs. Vena also offers special pricing for not for profit organizations. To learn more, speak to an expert.
    More Pricing Information
    Community Pulse
    Salesforce CRM AnalyticsTableau DesktopVena
    Considered Multiple Products
    Salesforce
    Chose Salesforce CRM Analytics
    Compared to Tableau and quicksight, [Salesforce Einstein Analytics (formerly Wave Analytics)] is quite similar and the preference depends on which database you use. Quicksight is more useful if you are using aws service and Salesforce Einstein Analytics is better if you are …
    Incentivized
    Chose Salesforce CRM Analytics
    Tableau is more of a developer tool and for non-technical workers, it is hard to learn. The product is superior to Einstein Analytics, but if the first goal is to get this out to an entire company, then Salesforce is the way to go. For the technical workers, the limitations of …
    Incentivized
    Chose Salesforce CRM Analytics
    Have used Tableau before which is my all-time favorite. I would recommend Tableau over any other BI tool. It is widely known, widely used, and easily imported into your business no matter what other software or tools you use.
    Incentivized
    Chose Salesforce CRM Analytics
    Salesforce Analytics Cloud is easier to integrate with Salesforce since it has a native integration and connection point. It does lack in functionality compared to heavy tools like Tableau and Microstrategy. If you want more functionality and are not currently using Salesforce …
    Incentivized
    Chose Salesforce CRM Analytics
    Salesforce analytics cloud was selected for its client management capabilities that were already setup internally. As an analysis tool, Tableau was the most valuable tool, but it didn’t have the CRM capabilities of the Salesforce ecosystem.
    Incentivized
    Chose Salesforce CRM Analytics
    Tableau is a great product that becomes better every year, but Salesforce is more popular and has more integration options and we had used Salesforce before, so most of our team members already knew how to use it and what features it has. Maybe in the future we will consider Tab…
    Incentivized
    Chose Salesforce CRM Analytics
    Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as …
    Incentivized
    Chose Salesforce CRM Analytics
    [Salesforce Einstein Analytics (formerly Wave Analytics)] is far far better than these alternatives as everything can be done on single platform from data extraction to data transformation. Sharing of data is very easy and secure. One dashboard is suitable for different users …
    Incentivized
    Chose Salesforce CRM Analytics
    Salesforce needs fully baked data for its architecture and design to give you the best results you deserve. Teams not having used Salesforce previously take some time getting used to EA. But its ability to give the data points for KPIs to the sales team in real time and to the …
    Incentivized
    Chose Salesforce CRM Analytics
    Our company also uses Tableau Server - also provides valuable visual insight into data but not as easily accessible as the Analytics cloud through our Salesforce tech stack.
    Incentivized
    Tableau
    Chose Tableau Desktop
    Tableau Desktop is the market leader when it comes to creating interactive and appealing graphs and charts. The beauty of the tool is that is can work with almost any kind of back-end source and in real-time take the data and present you with an amazing insight based on the …
    Incentivized
    Chose Tableau Desktop
    Most companies are going towards visualization tools and products like Tableau. It's user-friendly, offers unlimited options and, best of all, looks pretty!
    Incentivized
    Vena Solutions
    Chose Vena
    Tableau is by far the best tool I've used. Vena in comparison is very good but it's missing the master data link to SAP, and the ability of data to refresh when the hierarchies move. It's also lacking standard reports on system set up like basic P&L's, etc. It's also missing …
    Incentivized
    Chose Vena
    When debating if we would add Vena Insights to our system, we looked into Tableau and Power BI. Vena was more expensive per user, but because we already pay for Vena for FP&A, it would have ended up costing us more money, time, and effort to maintain a BI system that lives …
    Incentivized
    Chose Vena
    Assuming a staff-member has excellent MS Excel skills, Vena Solutions is (most likely) capable of producing just about anything one can imagine. That said, Excel's visuals leave something to be desired. Most folks would choose a Tableau dashboard over a Vena dashboard any day. …
    Incentivized
    Chose Vena
    Vena has an easier/more user-friendly setup and integrates well with Microsoft Office Suite. This is important because it keeps a feeling of familiarity for all users.
    Incentivized
    Chose Vena
    You can input field and see data at the same time !

    Then the saved data become displayed data ;)
    Incentivized
    Chose Vena
    Vena Solutions stands out due to its familiar Excel-based interface, making it easy for our team to adopt without extensive training. Compared to alternatives like Anaplan and Oracle Hyperion, Vena's strong customer support and efficient automation have significantly reduced …
    Incentivized
    Chose Vena
    Vena stands out from competitors due to its seamless Excel integration, which allows us to leverage a tool we are already familiar with while adding automation, collaboration, and advanced financial planning. Unlike some platforms that require fully new systems, Vena's …
    Incentivized
    Chose Vena
    It is easier to integrate the excel files
    Incentivized
    Chose Vena
    Different software has different pros and cons. The pros of Vena is that it is Excel-based. One can do a lot in Excel if the user is already Excel-proficient. Other software may be better for those who are less Excel-proficient.
    Incentivized
    Chose Vena
    I did not select Vena, and would not after popping the hood. It looks slick at a glance and has a good concept going, but once you begin to investigate further, there are a lot of foundational issues. Have your IT department perform a deep dive before making a decision.

    I have …
    Incentivized
    Chose Vena
    Prophix is powerful, and structures data on the back-end in a very similar way with multiple data models, and I have used it before. But the learning curve is steep. Building complex rules, e.g. for a union personnel model, was much harder than designing the same logic in …
    Incentivized
    Chose Vena
    Scales up as the company is growing. Excel budgeting no longer suits our needs.
    Incentivized
    Chose Vena
    At the end of the day, many of Vena's competitors will offer more web-based capabilities. At the time when we made the decision, we primarily chose Vena due to the steeply discounted price tag. However, over the past couple of years, Vena has added the web-based capabilities …
    Incentivized
    Chose Vena
    Vena is really an easy to use and powerful data centralization tool. If you are proficient the with Excel, Vena takes very little time to learn and use. Other tools have steep learning curves or don’t provide the financial reporting agility of Excel and Vena.
    Incentivized
    Key User Insights
    Would buy again
    73%
    Would buy again
    8 Answers
    93%
    Would buy again
    52 Answers
    96%
    Would buy again
    315 Answers
    Delivers good value for the price
    89%
    Delivers good value for the price
    8 Answers
    91%
    Delivers good value for the price
    50 Answers
    98%
    Delivers good value for the price
    279 Answers
    Happy with the feature set
    91%
    Happy with the feature set
    10 Answers
    98%
    Happy with the feature set
    55 Answers
    97%
    Happy with the feature set
    320 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    11 Answers
    93%
    Lived up to sales and marketing promises
    38 Answers
    93%
    Lived up to sales and marketing promises
    220 Answers
    Implementation went as expected
    90%
    Implementation went as expected
    9 Answers
    100%
    Implementation went as expected
    44 Answers
    84%
    Implementation went as expected
    227 Answers
    Features
    Salesforce CRM AnalyticsTableau DesktopVena
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Salesforce CRM Analytics and Tableau Desktop and Vena
    Feature
    Salesforce CRM Analytics
    7.8
    48 Ratings
    5% below category average
    Tableau Desktop
    8.5
    175 Ratings
    4% above category average
    Vena
    7.9
    176 Ratings
    5% above category average
    Pixel Perfect reports7.541 Ratings8.0145 Ratings8.1110 Ratings
    Customizable dashboards8.548 Ratings9.2174 Ratings8.1157 Ratings
    Report Formatting Templates7.546 Ratings8.1151 Ratings7.6167 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Salesforce CRM Analytics and Tableau Desktop and Vena
    Feature
    Salesforce CRM Analytics
    7.8
    49 Ratings
    3% below category average
    Tableau Desktop
    8.5
    172 Ratings
    6% above category average
    Vena
    8.0
    290 Ratings
    3% above category average
    Drill-down analysis8.548 Ratings8.6167 Ratings8.3277 Ratings
    Formatting capabilities7.548 Ratings8.6170 Ratings8.3277 Ratings
    Integration with R or other statistical packages7.537 Ratings8.1126 Ratings7.4107 Ratings
    Report sharing and collaboration7.546 Ratings8.6165 Ratings8.0247 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Salesforce CRM Analytics and Tableau Desktop and Vena
    Feature
    Salesforce CRM Analytics
    8.1
    47 Ratings
    1% below category average
    Tableau Desktop
    8.5
    166 Ratings
    3% above category average
    Vena
    8.0
    232 Ratings
    1% above category average
    Publish to Web9.037 Ratings8.1155 Ratings7.6131 Ratings
    Publish to PDF7.044 Ratings8.2154 Ratings8.1170 Ratings
    Report Versioning8.543 Ratings8.6120 Ratings8.1194 Ratings
    Report Delivery Scheduling8.540 Ratings8.6128 Ratings8.1171 Ratings
    Delivery to Remote Servers7.534 Ratings8.978 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Salesforce CRM Analytics and Tableau Desktop and Vena
    Feature
    Salesforce CRM Analytics
    7.4
    45 Ratings
    8% below category average
    Tableau Desktop
    8.4
    164 Ratings
    5% above category average
    Vena
    8.2
    160 Ratings
    11% above category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)8.042 Ratings8.6162 Ratings8.7143 Ratings
    Location Analytics / Geographic Visualization6.540 Ratings8.6156 Ratings8.6117 Ratings
    Predictive Analytics7.042 Ratings8.7131 Ratings7.5133 Ratings
    Pattern Recognition and Data Mining8.02 Ratings7.87 Ratings8.071 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Salesforce CRM Analytics and Tableau Desktop and Vena
    Feature
    Salesforce CRM Analytics
    9.0
    48 Ratings
    6% above category average
    Tableau Desktop
    9.1
    149 Ratings
    7% above category average
    Vena
    8.4
    280 Ratings
    0% above category average
    Multi-User Support (named login)9.046 Ratings9.1145 Ratings8.1265 Ratings
    Role-Based Security Model8.546 Ratings9.1125 Ratings8.4265 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)9.042 Ratings8.9136 Ratings8.4266 Ratings
    Report-Level Access Control9.02 Ratings9.110 Ratings8.5129 Ratings
    Single Sign-On (SSO)9.541 Ratings9.383 Ratings8.5205 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Salesforce CRM Analytics and Tableau Desktop and Vena
    Feature
    Salesforce CRM Analytics
    6.7
    45 Ratings
    14% below category average
    Tableau Desktop
    7.9
    141 Ratings
    2% above category average
    Vena
    7.2
    142 Ratings
    2% below category average
    Responsive Design for Web Access7.543 Ratings8.6130 Ratings6.9137 Ratings
    Mobile Application7.034 Ratings7.5101 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile6.539 Ratings7.5122 Ratings7.5122 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Salesforce CRM Analytics and Tableau Desktop and Vena
    Feature
    Salesforce CRM Analytics
    8.2
    33 Ratings
    6% above category average
    Tableau Desktop
    7.7
    67 Ratings
    1% below category average
    Vena
    -
    Ratings
    REST API8.031 Ratings8.459 Ratings00 Ratings
    Javascript API8.529 Ratings7.653 Ratings00 Ratings
    iFrames8.525 Ratings6.751 Ratings00 Ratings
    Java API8.528 Ratings8.048 Ratings00 Ratings
    Themeable User Interface (UI)7.528 Ratings7.154 Ratings00 Ratings
    Customizable Platform (Open Source)8.527 Ratings8.448 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Salesforce CRM Analytics and Tableau Desktop and Vena
    Feature
    Salesforce CRM Analytics
    -
    Ratings
    Tableau Desktop
    -
    Ratings
    Vena
    8.4
    350 Ratings
    4% above category average
    Long-term financial planning00 Ratings00 Ratings8.6317 Ratings
    Financial budgeting00 Ratings00 Ratings8.7336 Ratings
    Forecasting00 Ratings00 Ratings8.6324 Ratings
    Scenario modeling00 Ratings00 Ratings8.0290 Ratings
    Management reporting00 Ratings00 Ratings8.2326 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Salesforce CRM Analytics and Tableau Desktop and Vena
    Feature
    Salesforce CRM Analytics
    -
    Ratings
    Tableau Desktop
    -
    Ratings
    Vena
    7.2
    303 Ratings
    8% below category average
    Financial data consolidation00 Ratings00 Ratings7.4263 Ratings
    Journal entries and reports00 Ratings00 Ratings6.9195 Ratings
    Multi-currency management00 Ratings00 Ratings6.8178 Ratings
    Intercompany Eliminations00 Ratings00 Ratings7.6175 Ratings
    Minority Ownership00 Ratings00 Ratings5.9125 Ratings
    Local and consolidated reporting00 Ratings00 Ratings7.3225 Ratings
    Detailed Audit Trails00 Ratings00 Ratings8.4265 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Salesforce CRM Analytics and Tableau Desktop and Vena
    Feature
    Salesforce CRM Analytics
    -
    Ratings
    Tableau Desktop
    -
    Ratings
    Vena
    8.3
    330 Ratings
    2% above category average
    Financial Statement Reporting00 Ratings00 Ratings8.4296 Ratings
    Management Reporting00 Ratings00 Ratings8.4309 Ratings
    Excel-based Reporting00 Ratings00 Ratings9.0319 Ratings
    Automated board and financial reporting00 Ratings00 Ratings8.5249 Ratings
    XBRL support for regulatory filing00 Ratings00 Ratings7.199 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Salesforce CRM Analytics and Tableau Desktop and Vena
    Feature
    Salesforce CRM Analytics
    -
    Ratings
    Tableau Desktop
    -
    Ratings
    Vena
    8.3
    262 Ratings
    10% above category average
    Personalized dashboards00 Ratings00 Ratings8.2223 Ratings
    Color-coded scorecards00 Ratings00 Ratings9.1169 Ratings
    KPIs00 Ratings00 Ratings8.5195 Ratings
    Cost and profitability analysis00 Ratings00 Ratings8.0209 Ratings
    Key Performance Indicator setting00 Ratings00 Ratings8.2191 Ratings
    Benchmarking with external data00 Ratings00 Ratings7.9147 Ratings
    Integration
    Comparison of Integration features of Salesforce CRM Analytics and Tableau Desktop and Vena
    Feature
    Salesforce CRM Analytics
    -
    Ratings
    Tableau Desktop
    -
    Ratings
    Vena
    8.1
    320 Ratings
    0% above category average
    Flat file integration00 Ratings00 Ratings7.8260 Ratings
    Excel data integration00 Ratings00 Ratings9.0300 Ratings
    Direct links to 3rd-party data sources00 Ratings00 Ratings7.6237 Ratings
    Best Alternatives
    Salesforce CRM AnalyticsTableau DesktopVena
    Small Businesses
    Cyfe
    Score4 out of 10
    Cyfe
    Score4 out of 10
    No answers on this topic
    Medium-sized Companies
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Sisense
    Score6.9 out of 10
    Sisense
    Score6.9 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    All AlternativesView all alternativesView all alternativesView all alternatives
    User Ratings
    Salesforce CRM AnalyticsTableau DesktopVena
    Likelihood to Recommend
    9.1
    (51 ratings)
    9.1
    (204 ratings)
    8.6
    (347 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    7.5
    (41 ratings)
    8.9
    (26 ratings)
    Usability
    8.5
    (10 ratings)
    8.4
    (73 ratings)
    8.7
    (39 ratings)
    Availability
    -
    (0 ratings)
    10.0
    (11 ratings)
    8.7
    (10 ratings)
    Performance
    -
    (0 ratings)
    8.0
    (10 ratings)
    8.4
    (9 ratings)
    Support Rating
    7.7
    (6 ratings)
    1.0
    (57 ratings)
    8.6
    (107 ratings)
    In-Person Training
    -
    (0 ratings)
    9.4
    (4 ratings)
    8.7
    (5 ratings)
    Online Training
    -
    (0 ratings)
    8.0
    (5 ratings)
    8.1
    (6 ratings)
    Implementation Rating
    6.0
    (1 ratings)
    8.0
    (34 ratings)
    8.2
    (10 ratings)
    Configurability
    -
    (0 ratings)
    7.0
    (3 ratings)
    9.0
    (6 ratings)
    Data Sharing and Collaboration
    8.1
    (41 ratings)
    8.4
    (115 ratings)
    -
    (0 ratings)
    Data Sources
    7.7
    (41 ratings)
    7.9
    (115 ratings)
    -
    (0 ratings)
    Ease of integration
    -
    (0 ratings)
    10.0
    (1 ratings)
    8.4
    (5 ratings)
    Product Scalability
    -
    (0 ratings)
    9.0
    (4 ratings)
    8.5
    (9 ratings)
    Vendor post-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    8.1
    (6 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    9.0
    (6 ratings)
    User Testimonials
    Salesforce CRM AnalyticsTableau DesktopVena
    Likelihood to Recommend
    Salesforce
    For us it really comes down to that book management and next best contact for our advisors. When we're thinking about a book of business that may range, depending on the advisor, from 400 clients to a thousand clients, how do they really optimize their time? Who do they call next? Who do they work with to make sure not only they're keeping those clients engaged, they're not leaving the firm going to other advisors who they haven't talked to in a while who might need their attention. That's really where that CRM analytics is really proven pretty powerful for us.
    Incentivized
    Read full review
    Tableau
    The best scenario is definitely to collect data from several sources and create dedicated dashboards for specific recipients. However, I miss the possibility of explaining these reports in more detail. Sometimes, we order a report, and after half a year, we don't remember the meaning of some data (I know it's our fault as an organization, but the tool could force better practices).
    Incentivized
    Read full review
    Vena Solutions
    It is well suited for planning, budgeting, and forecasting. Using its capabilities also allows you to use it for reporting, whether it's month-end reporting or other reporting where you want to rely on data from a source that can be nicely presented and adjusted in Excel.
    Incentivized
    Read full review
    Pros
    Salesforce
    • Interactive Dashboards, it [consists] of wide variety of charts
    • Data from different sources can be easily integrated with it
    • Security, it provides easy way to secure and share the information with the users
    • Support actions like opening hyperlink etc
    • Almost everything can be done from configuration
    • Data can easily be managed from dataflow.
    Incentivized
    Read full review
    Tableau
    • An excellent tool for data visualization, it presents information in an appealing visual format—an exceptional platform for storing and analyzing data in any size organization.
    • Through interactive parameters, it enables real-time interaction with the user and is easy to learn and get support from the community.
    Incentivized
    Read full review
    Vena Solutions
    • The Admin function of Vena, being able to set up the users in the user categories and the different groups and assigning the groups and the task bindings, is particularly easy and very helpful because as we have so many different departments and disciplines in our organization, we do need to establish pretty specific user access so this process works really well for us.
    • Running reports in Vena is fairly easy, and we do enjoy being able to just push a button and get some budget versus actuals.
    Incentivized
    Read full review
    Cons
    Salesforce
    • Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
    • Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
    • Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
    • More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
    Incentivized
    Read full review
    Tableau
    • Pricing should be more user-friendly and usage-driven
    • Making edits to the production reports is fairly tough and has a vast scope of additional capabilities
    • Tableau Desktop should be able to differentiate itself from the Tableau server else there is no major meaning of two different products being offered
    Read full review
    Vena Solutions
    • Create an bottom-line functionality.
    • Have another license between power user and contributor that allows building reports that aren't ad hoc, but don't have all the admin rights of a power user.
    • Have a session on best in class Workforce Planning prior to implementation.
    Incentivized
    Read full review
    Likelihood to Renew
    Salesforce
    No answers on this topic
    Tableau
    Our use of Tableau Desktop is still fairly low, and will continue over time. The only real concern is around cost of the licenses, and I have mentioned this to Tableau and fully expect the development of more sensible models for our industry. This will remove any impediment to expansion of our use.
    Incentivized
    Read full review
    Vena Solutions
    Vena has become an integral part of finance and our daily process. Without it we would take longer to prepare results and decisions will be delayed. Vena has given the whole organization more visibility of results and budgets so that all departments participate more actively in managing their budgets rather than it being the sole responsibility of finance.
    Incentivized
    Read full review
    Usability
    Salesforce
    For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.
    Incentivized
    Read full review
    Tableau
    Tableau Desktop has proven to be a lifesaver in many situations. Once we've completed the initial setup, it's simple to use. It has all of the features we need to quickly and efficiently synthesize our data. Tableau Desktop has advanced capabilities to improve our company's data structure and enable self-service for our employees.
    Read full review
    Vena Solutions
    Vena is somehow easy to manipulate. If you want to map accounts, or change mapping. there are clear instructions and guidance. and also Vena AI is on the way, so i think we can leverage it more and let AI help us mapping and check errors. overall a very good product and easy to learn and set up.
    Incentivized
    Read full review
    Reliability and Availability
    Salesforce
    No answers on this topic
    Tableau
    When used as a stand-alone tool, Tableau Desktop has unlimited uptime, which is always nice. When used in conjunction with Tableau Server, this tool has as much uptime as your server admins are willing to give it. All in all, I've never had an issue with Tableau's availability.
    Read full review
    Vena Solutions
    Vena is seemingly always available. They plan maintenance windows well in advance and always off hours (typically over a weekend) and communicate clearly throughout maintenance about what will be affected. Over 5 years of using the product, I can only remember one time when the platform was unavailable (I believe due to an underlying server hosting issue from their provider), and they resolved the issue and had everything up and running again within 8 hours.
    Incentivized
    Read full review
    Performance
    Salesforce
    No answers on this topic
    Tableau
    Tableau Desktop's performance is solid. You can really dig into a large dataset in the form of a spreadsheet, and it exhibits similarly good performance when accessing a moderately sized Oracle database. I noticed that with Tableau Desktop 9.3, the performance using a spreadsheet started to slow around 75K rows by about 60 columns. This was easily remedied by creating an extract and pushing it to Tableau Server, where performance went to lightning fast
    Incentivized
    Read full review
    Vena Solutions
    The performance is dependent on how much data and calculations are involved and how complex the security settings are. A simple template or report loads in seconds. A complex template or report can take a while. If there are many users with complex security settings, that will be a factor in the load time.
    Incentivized
    Read full review
    Support Rating
    Salesforce
    I was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.
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    Tableau
    Tableau support has been extremely responsive and willing to help with all of our requests. They have assisted with creating advanced analysis and many different types of custom icons, data formatting, formulas, and actions embedded into graphs. Tableau offers a weekly presentation of features and assists with internal company projects.
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    Vena Solutions
    When I reach out to our support team, they are always able to fix any issues we are having in a timely manner. It is always resolved quickly which proves that customer support always helps out our support team with any issues so they can in turn help us quickly
    Incentivized
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    In-Person Training
    Salesforce
    No answers on this topic
    Tableau
    It is admittedly hard to train a group of people with disparate levels of ability coming in, but the software is so easy to use that this is not a huge problem; anyone who can follow simple instructions can catch up pretty quickly.
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    Vena Solutions
    This is the best way to learn and buy-in. The in person effect gives students both a hands on approach but an instruction to be there to customize assistance and understanding. In person also builds greater buy in with your future team on creators. However if your audience is better at on line learning this is another good option.
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    Online Training
    Salesforce
    No answers on this topic
    Tableau
    I think the training was good overall, but it was maybe stating the obvious things that a tech savvy young engineer would be able to pick up themselves too. However, the example work books were good and Tableau web community has helped me with many problems
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    Vena Solutions
    The training was structured as a group training to learn the basics of creating a data model and mapping a template. While we had nearly 10 participants, I was the only actual implementer so we probably didn't actually need the training and could have just learned the initial skills from the implementation consultant. Two years later, when we hired a new team member, they completed several modules in Vena Academy (a self paced learning course) which allowed them to get up to speed on the basics with just a bit of supplemental guidance from me as our existing admin.
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    Implementation Rating
    Salesforce
    An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes
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    Tableau
    Again, training is the key and the company provides a lot of example videos that will help users discover use cases that will greatly assist their creation of original visualizations. As with any new software tool, productivity will decline for a period. In the case of Tableau, the decline period is short and the later gains are well worth it.
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    Vena Solutions
    The Vena consultant had great knowledge of both the Vena solution and Excel and Excel functions. He was able to help suggest ways to build our templates that met our requirements using Excel functions we had not previously considered using. And we have been able to use the Excel information he provided in other ways outside of Vena. He was very patient and flexible as we learned the Vena tool and created templates
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    Alternatives Considered
    Salesforce
    Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.
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    Tableau
    I have used Power BI as well, the pricing is better, and also training costs or certifications are not that high. Since there is python integration in Power BI where I can use data cleaning and visualizing libraries and also some machine learning models. I can import my python scripts and create a visualization on processed data.
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    Vena Solutions
    Previously used Synario for long-term forecasting. Ultimately moved to Vena for this to keep budgeting and forecasting together in a single solution. Vena's system is much easier to learn on the admin side since it is Excel-based so the transition was pretty simple. Previously used Jenzabar with JICS for budgeting. Vena's budget system is more user-friendly for end users and more flexible so it works better for our specific needs. Vena's reporting system is easier to use and customize.
    Incentivized
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    Scalability
    Salesforce
    No answers on this topic
    Tableau
    Tableau Desktop's scaleability is really limited to the scale of your back-end data systems. If you want to pull down an extract and work quickly in-memory, in my application it scaled to a few tens of millions of rows using the in-memory engine. But it's really only limited by your back-end data store if you have or are willing to invest in an optimized SQL store or purpose-built query engine like Veritca or Netezza or something similar.
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    Vena Solutions
    Vena solutios is a software that provides robust tools that help different departments in their statistics and we can visualize a lot of promising and visually attractive data. Vena Solutions' level of scalability is high and sustainable over time thanks to the fabulous technical support that is ready to help us at all times
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    Return on Investment
    Salesforce
    • I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.
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    Tableau
    • Tableau was acquired years ago, and has provided good value with the content created.
    • Ongoing maintenance costs for the platform, both to maintain desktop and server licensing has made the continuing value questionable when compared to other offerings in the marketplace.
    • Users have largely been satisfied with the content, but not with the overall performance. This is due to a combination of factors including the performance of the Tableau engines as well as development deficiencies.
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    Vena Solutions
    • Vena has helped save time by reducing the manual work involved with budgeting, reporting, and variance analysis. Instead of spending as much time organizing data and reconciling spreadsheets, I can focus more on reviewing results and making informed decisions. It has improved collaboration between teams and provided better visibility into financial performance, creating more efficient processes overall.
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    ScreenShots

    Vena Screenshots

    Screenshot of Operation Expenses - Predictive AnalysisScreenshot of Allocations DashboardScreenshot of Vena Add InScreenshot of Power BI DashboardScreenshot of Operational Expenses - Drill through analysisScreenshot of Process Status Dashboard